Michael Loeffler Email & Phone Number
Portfolio Manager, Executive Director @ J.P. Morgan
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Michael Loeffler Location
- Delaware, OH, US
Michael Loeffler Work
- Portfolio Manager, Executive Director @ (August 2004 - Present)
- Equity Analyst @ Banc One Investment Advisors (April 2000 - August 2004)
- Investment Operations Analyst @ Banc One Investment Advisors (January 1999 - April 2000)
- Mutual Fund Accountant @ (September 1997 - January 1999)
Michael Loeffler Education
- Ohio University
Bachelor's Degree (Finance)
1993-1997 - CWHS
Michael Loeffler Skills
- • Microsoft Office (excel, word, outlook, and powerpoint).
- • Factset Research Software
- • Barra Aegis Risk Model and Optimizer
- • Thomson One
- • Bloomberg
- • Longview Trading Systems Order Management System
- Series 65
- Series 3
- PowerPoint
- Valuation
- Financial Modeling
- Bloomberg
- Thomson One
- Strategy
- Financial Services
- Equities
- Factset Research Software
- Outlook
- Microsoft Office
- Asset Management
- Barra Aegis Risk Model And Optimizer
- Longview Trading Systems Order Management System
- Financial Analysis
- Project Management
- Microsoft Office Excel
- Word
- Services
Michael Loeffler Summary
- Michael Loeffler, based in Delaware, OH, US, is currently a Portfolio Manager, Executive Director at J.P. Morgan. Michael Loeffler brings experience from previous roles at Banc One Investment Advisors and BISYS Fund Services. Michael Loeffler holds a 1993 - 1997 Bachelor's Degree in Finance @ Ohio University. With a robust skill set that includes • Microsoft Office (excel, word, outlook, and powerpoint)., • Factset Research Software, • Barra Aegis Risk Model and Optimizer, • Thomson One, • Bloomberg and more. Michael Loeffler has 1 emails and 1 mobile phone numbers on RocketReach.
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